大行评级｜里昂：预计网易次季业绩将有所改善维持“跑赢大市”评级

格隆汇2025-08-11

里昂发表研究报告指，预计网易次季业绩将有所改善，当中，总收入及经调整EBIT按年升12%及29%，分别至285亿及104亿元。该行估计，集团期内的游戏收入按年增17.9%。由于《逆水寒》及《蛋仔派对》表现稳定、《巅峰极速》恢复增长、《第五人格》及新游戏表现稳健，手机游戏的按年跌幅亦放缓至2.9%。网易下半年的产品线包括RPG游戏《漫威秘法狂潮》、ARPG游戏《暗黑II重置版》和FPS游戏《无主星渊...

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大行评级｜里昂：预计网易次季业绩将有所改善 维持“跑赢大市”评级

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大行评级｜里昂：预计网易次季业绩将有所改善维持“跑赢大市”评级